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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,916 | $30,437-70.7% | $56,033-84.1% | $74,459-88.0% |
| Participation rate | 90.0% | 32.9%+57.1pp | 52.5%+37.5pp | 67.2%+22.8pp |
| Annual return | 48.77% | 24.96%+23.8pp | 1711.38%-1662.6pp | 1369.70%-1320.9pp |
| Employer contribution / active EE | $513 | $610-15.9% | $1,041-50.7% | $2,626-80.5% |
| Participant deferral / active EE | $1,581 | $1,176+34.4% | $1,954-19.1% | $4,350-63.7% |
| Admin fee / account holder | $2,027 | $2,363-14.2% | $2,827-28.3% | $1,945+4.2% |